Oak Ridge Small Fund Manager Performance Evaluation
| ORIGX Fund | USD 9.62 0.30 3.22% |
The fund holds a Beta of 1.06, which implies a somewhat significant risk relative to the market. Oak Ridge returns are very sensitive to returns on the market. As the market goes up or down, Oak Ridge is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oak Ridge Small are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Oak Ridge may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of September 2025 | |
| Expense Ratio | 2.3100 |
Oak |
Oak Ridge Relative Risk vs. Return Landscape
If you would invest 871.00 in Oak Ridge Small on November 11, 2025 and sell it today you would earn a total of 91.00 from holding Oak Ridge Small or generate 10.45% return on investment over 90 days. Oak Ridge Small is currently producing 0.169% returns and takes up 1.0996% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Oak, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oak Ridge Current Valuation
Undervalued
Today
Please note that Oak Ridge's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Oak Ridge Small holds a recent Real Value of $10.53 per share. The prevailing price of the fund is $9.62. We determine the value of Oak Ridge Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oak Ridge is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oak Mutual Fund. However, Oak Ridge's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.62 | Real 10.53 | Hype 9.62 |
The intrinsic value of Oak Ridge's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oak Ridge's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oak Ridge Small helps investors to forecast how Oak mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oak Ridge more accurately as focusing exclusively on Oak Ridge's fundamentals will not take into account other important factors: Oak Ridge Target Price Odds to finish over Current Price
The tendency of Oak Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.62 | 90 days | 9.62 | about 10.81 |
Based on a normal probability distribution, the odds of Oak Ridge to move above the current price in 90 days from now is about 10.81 (This Oak Ridge Small probability density function shows the probability of Oak Mutual Fund to fall within a particular range of prices over 90 days) .
Oak Ridge Price Density |
| Price |
Predictive Modules for Oak Ridge
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oak Ridge Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Oak Ridge Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oak Ridge is not an exception. The market had few large corrections towards the Oak Ridge's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Oak Ridge Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oak Ridge within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 0.38 | |
Ir | Information ratio | 0.06 |
Oak Ridge Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Oak Ridge for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oak Ridge Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Oak Ridge Fundamentals Growth
Oak Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oak Ridge, and Oak Ridge fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oak Mutual Fund performance.
| Price To Earning | 31.04 X | ||||
| Price To Book | 3.14 X | ||||
| Price To Sales | 1.70 X | ||||
| Total Asset | 45.25 M | ||||
About Oak Ridge Performance
Evaluating Oak Ridge's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oak Ridge has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oak Ridge has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of small capitalization companies. North Square is traded on NASDAQ Exchange in the United States.Things to note about Oak Ridge Small performance evaluation
Checking the ongoing alerts about Oak Ridge for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oak Ridge Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oak Ridge's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oak Ridge's mutual fund performance include:- Analyzing Oak Ridge's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oak Ridge's stock is overvalued or undervalued compared to its peers.
- Examining Oak Ridge's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oak Ridge's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oak Ridge's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oak Ridge's mutual fund. These opinions can provide insight into Oak Ridge's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oak Mutual Fund
Oak Ridge financial ratios help investors to determine whether Oak Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oak with respect to the benefits of owning Oak Ridge security.
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